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OneDigital Investment Advisors LLC: DFGX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneDigital Investment Advisors LLC on DFGX, newest first. How the timeline and the estimate are built.

OneDigital Investment Advisors LLC held 196,295 DFGX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,295 shares
    Change vs previous 13F +10,717 shares

    0.09% of the 13F portfolio, value $10,520,375.

    13F-HR 0001690370-26-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 185,578 shares
    Change vs previous 13F +16,294 shares

    0.1% of the 13F portfolio, value $9,733,677.

    13F-HR 0001690370-26-000004 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 169,284 shares
    Change vs previous 13F +41,738 shares

    0.09% of the 13F portfolio, value $8,910,282.

    13F-HR 0001690370-26-000003 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 127,546 shares
    Change vs previous 13F +2,755 shares

    0.07% of the 13F portfolio, value $6,882,366.

    13F-HR 0001690370-25-000007 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 124,791 shares
    Change vs previous 13F +19,681 shares

    0.07% of the 13F portfolio, value $6,658,856.

    13F-HR 0001690370-25-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 105,110 shares
    Change vs previous 13F +15,965 shares

    0.07% of the 13F portfolio, value $5,492,005.

    13F-HR 0001690370-25-000004 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 89,145 shares
    Change vs previous 13F +23,999 shares

    0.05% of the 13F portfolio, value $4,664,085.

    13F-HR 0001690370-25-000001 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 65,146 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,525,058.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).